1633 days ago
In today’s podcast I consider the view that the Tories are certain to win thanks to the partial withdrawal from the General Election fray of the Brexit Party. I look at Brady (BRY), Sirius (SXX), Infrastrata (INFA), Iconic (ICON), Tissue Regenix (TRX), Mereo Pharma (MPH) and Eco Animal Healthcare (EAH) which might just offer some value now.
1633 days ago
For some reason, Britain’s most disgraced fund manager held this AIM dog in his Equity Income Fund though the chances of it paying a dividend made my chances of getting lucky with Cheryl Cole look like a nailed down sure fire certainty. Today there is another body blow, clinical failure, but the real issue, if you do the maths, is looming insolvency.
2164 days ago
On Saturday Cynical Bear asked if the Mereo Pharma (MPH) offer at 300p via Primary Bid was its worst ever? The answer, notwithstanding stiff competition from uber dogs such as Toople (ROOP) was clearly YES!. And the placing has flopped. Living in la la land Mereo says it was "successful". Like fuck it was. You lie Mereo!
2197 days ago
Oh dear it is another bad day at the office for Neil Woodford. First up I answer the question posed by Cynical about the great man HERE. Then I look at the disasters one of which told a monstrous lie in its RNS today: Mereo BioPharma (MPH), Mirriad (MIRI) and Hvivo (DOG). Then I look at Concepta (CPT), shares in which we own, Nighthawk (HAWK) and its dead cat bounce and finally at uber ramp Sound Energy (SOU) and what a CPR based on 2D seismic really means, i.e. Jack shit.